Product: Intapp Intake

Duncan Cotterill, founded in 1857 with a head office in Christchurch, is a national law firm whose clients include companies involved in fisheries, viticulture, forestry, aviation, service sectors, and exports.

Manatt, Phelps & Phillips, LLP is one of the nations leading law and consulting firms, with offices strategically located in California (Los Angeles, Orange County, Palo Alto, San Francisco and Sacramento), New York (New York City and Albany), Chicago, and Washington, D.C. The firm represents a sophisticated client base including Fortune 500, middle-market and emerging companies across a range of practice areas and industry sectors.

Roetzel & Andress is a full service law firm with offices located throughout Ohio and Florida, and in Chicago, Illinois. Since 1876, Roetzel & Andress has been guided by the core values of innovation, client service, integrity, and excellence in practice. Over the years, the firm has strategically grown in breadth, depth, and strength of legal services offered, and its geographical reach in response to an ever-expanding client base and scope of legal needs.

Stikeman Elliott was founded in 1952. This company provides legal services and representation. Their headquarters are located in Montreal, Quebec, Canada.

Vorys, Sater, Seymour and Pease LLP is a law firm that provides business and legal counsel to clients throughout the United States and around the world. The company is headquartered in Columbus, OH.

Founded in 1958, Jackson Lewis P.C. is a law firm serving clients across a range of practices and industries including workplace law representation, government relations, healthcare, and sports law. They are headquartered in West Harrison, New York with offices throughout the United States.

We had six months to become compliant with new AML legislation, and knew that reconfiguring our existing new business intake system to support new workflows would have been entirely too difficult, time-consuming, and expensive. Intapp’s Intake, paired with their R2i implementation methodology, ensured that we saw value almost immediately after beginning implementation. Without the Intapp services team and technology that could be easily configured to support new AML requirements, we may not have been able to meet the deadline.

I have nothing but praise. I gave them a very tight deadline and then I turned it into a moving target. With professionalism and grace, they hit my moving target and delivered the project.

Without an efficient new-business intake process, intake teams risk wasting time and client goodwill by requiring unnecessary or redundant steps. To rectify this issue, many firms are turning to a key project management method: the Agile model.

Moody’s, one of the world’s largest data providers, provides corporate, professional, and financial services firms valuable reference, market, and risk data to inform business decisions and move quickly with comprehensive deal data alongside integrated, detailed company information. During new client onboarding, automatically populate client profiles in Intapp Intake. Consolidate conflicts clearance into a single search by directly accessing Orbis corporate family trees, beneficial owners, shareholders, and board members – all from within Intapp Conflicts. Additionally, screening data, such as sanctions, politically exposed persons (PEPs), and adverse media, is available to support compliance and risk workflows. Intapp DealCloud users can enhance their workflows with Moody’s deals and company intelligence database. Moody’s offers a depth of information for deal strategy, origination, and execution. All of the deals data is linked via Moody’s ID’s to their global companies list, providing holistic data management capabilities within Intapp.